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Chevron Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chevron Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 28k 149.16
2023-09-30 $4.0M 28k 144.41
2023-06-30 $3.9M 25k 157.35
2023-03-31 $4.1M 25k 163.16
2022-12-31 $4.7M 26k 179.49
2022-09-30 $2.7M 15k 177.88
2022-06-30 $2.3M 16k 148.46
2022-03-31 $2.6M 16k 162.86
2021-12-31 $2.2M 18k 121.45
2021-09-30 $1.8M 18k 101.46
2021-06-30 $1.9M 18k 104.73
2021-03-31 $1.4M 17k 84.46
2020-12-31 $1.1M 16k 72.01
2020-09-30 $1.3M 18k 72.14
2020-06-30 $1.6M 19k 86.34
2020-03-31 $1.6M 20k 80.39
2019-12-31 $2.2M 20k 110.38
2019-09-30 $2.4M 21k 116.14
2019-06-30 $2.7M 22k 124.46
2019-03-31 $3.0M 24k 123.90
2018-12-31 $2.7M 25k 108.81
2018-09-30 $2.8M 24k 116.92
2018-06-30 $1.7M 15k 114.04
2018-03-31 $1.8M 15k 114.05
2017-12-31 $1.9M 16k 125.18
2017-09-30 $1.9M 16k 117.49
2017-06-30 $2.0M 19k 104.33
2017-03-31 $2.2M 21k 107.36
2016-12-31 $3.2M 27k 117.71
2016-09-30 $2.9M 29k 102.93
2016-06-30 $3.3M 31k 104.82
2016-03-31 $3.1M 32k 95.39
2015-12-31 $2.6M 29k 89.95
2015-09-30 $1.9M 24k 78.86
2015-06-30 $2.4M 25k 96.45
2015-03-31 $2.4M 23k 107.71
2014-12-31 $985k 8.8k 112.23

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Chevron Corporation

Vanguard Group
Berkshire Hathaway
Bank of America Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Wells Fargo & Company
Bank of New York Mellon
Franklin Resources
Legal & General Group
State Farm Mutual Automobile Insurance Company
Dimensional Fund Advisors
T. Rowe Price Associates
Amundi
Royal Bank of Canada

View all funds holding Chevron Corporation